Technician Teams in gaiia

Overview

Technician Teams in gaiia let you group field techs together for better visibility and control. This is especially helpful for organizations that operate across multiple shifts, locations, or service types.

In this article, we’ll walk through how to create and manage teams—and how they can improve day-to-day scheduling and technician management.

What are Technician Teams in gaiia?

Technician Teams are customizable groups of technicians that you can use to streamline scheduling, improve filtering, and support more efficient field operations. Instead of managing individual techs one by one, technician teams let you batch actions and gain higher-level visibility into workforce activity.

Some common ways teams are used:

• Group technicians by region, shift, or specialty to simplify dispatching and calendar views.
  
• Block off time for an entire team (e.g., holidays, meetings, training)—coming in a future release.
• Compare work volume and performance across teams—also coming in a future release.

Technician Teams are not used for assigning multiple technicians to a Work Order. For that, please refer to Assigning Multiple Technician to a Work Order

Creating and managing teams

1. Go to Workforce > Settings > Teams.
2. Click + New Team.
3. Enter a name (e.g., Dallas Team).
4. Select the technicians to include in the team.
5. Click Create to save.
6. Once created, you can:
   • Search for a team by name.
   • Edit a team to add or remove technicians.
   • Delete a team if it’s no longer needed.